Laird Norton Wetherby Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $231K | Sell |
|
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|
2023
Q4 | $211K | Buy |
|
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $227K | Buy |
|
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|
2022
Q4 | $277K | Sell |
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|
2022
Q3 | $256K | Sell |
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|
2022
Q2 | $273K | Sell |
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|
2022
Q1 | $372K | Buy |
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|
2021
Q4 | $350K | Buy |
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|
2021
Q3 | $339K | Buy |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $296K | Sell |
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|
2020
Q4 | $243K | Buy |
|